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1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-01 |
| GA | RA | APPROVED | 2023-08-07 |
Branch Locations
1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2009 | 08/2017 |
| Bb&T Securities | Savannah | GA | 08/2017 | 02/2021 |
| Truist Investment Services, Inc. | Savannah | GA | 02/2021 | 03/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2022 |
| Sound View Wealth Advisors Group, Llc | Savannah | GA | 03/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2022 | Present |
1) 1. Sound View Wealth Advisors, LLC 2. Investment Related 3. See office of employment 4. RIA 5. Registered Client Service Associate 6. 03/2022 7. 160 hrs 8. 160 hrs 9. Service Client account, submit money transfers and wires
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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